Date

• Date and time of transaction
• Debit, credit, or agent deposit

Appt ID

• ID for set meeting

Meeting Type

• Type of meeting set
• ME-IP = Medicare In Person
• ME-IM = Medicare Instant Meeting
• FE-IP = Final Expense In Person
• FE-IM = Final Expense Instant Meeting (Future)
• WTH-IP = Annuity In Person (Future)

Company Amount

• Debit or Credit from/to Marketing Company Funds

Agent Amount

• Debit or Credit from/to agent funds

Agent Balance

• Running balance of agents purchased, credited, and charged funds

Date

• Date and time of transaction
• Debit, credit, or agent deposit

Description

• Lets agent know if a meeting was canceled, and credit given
• Lets agent know funds were added by the agent

Consumer Name

• Name of the consumer meeting was set for